SWEDISH HISTORICAL SOCIETY OF ROCKFORD (EIN 237039583) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1950

Legal Domicile

Principal Officer

ALIX FOX

Phone

8159635559

Tax Period

2023-01-01 to 2023-12-31

SWEDISH HISTORICAL SOCIETY OF ROCKFORD, founded in 1950, is a small nonprofit in the Arts, Culture & Humanities sector that reported $105K in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $133K exceeded revenue, resulting in a 27% operating deficit.

Mission

PRESERVATION OF SWEDISH HISTORICAL STRUCTURE, CULTURE AND ARTIFACTS THROUGH THE OPERATIONS OF A MUSEUM AND CULTURAL CENTER.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $31,145

Program Service Revenue $482

Investment Income $62,292

Other Revenue $10,610

TOTAL REVENUE $104,529

Expense Breakdown

Grants Paid $0

Salaries & Benefits $62,015

Fundraising Expenses $0

Program Expenses $51,322

Other Expenses $70,705

TOTAL EXPENSES $132,720

Year-over-Year Comparison

	2023	2022	Change
Revenue	$104,529	$76,913	+0.4%
Expenses	$132,720	$123,270	+0.1%
Net Income	$-28,191	$-46,357	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$55,978

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN SMITH	PRESIDENT	1.00	Officer Director	$0	$0	$0
RON GUSTAFSON	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
TERRI ADELL ANDERSON	SECRETARY	1.00	Officer Director	$0	$0	$0
BONNIE SMITH	TREASURER	1.00	Officer Director	$0	$0	$0
CARY JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JUDY BARNARD	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID PETERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN BIESCHKE	BOARD MEMBER	1.00	Director	$0	$0	$0
TERRY CARLSON	BOARD MEMBER	1.00	Director	$0	$0	$0
KAREN HOLMES	BOARD MEMBER	1.00	Director	$0	$0	$0
EMMA KORJONEN	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY ZASKE	BOARD MEMBER	1.00	Director	$0	$0	$0
LINNEA BENGTSSON	SWEDISH AMBASSADOR	1.00	Director	$0	$0	$0
RICHARD BRYNTESON	HONORARY BOARD MEMBER	1.00	Director	$0	$0	$0
ALIX FOX	EXECUTIVE DIRECTOR	40.00	Officer	$55,978	$0	$55,978

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$104,529	$132,720	$2,807,755	$-28,191
2022	$76,913	$123,270	$2,707,641	$-46,357
2021	$183,919	$134,642	$3,025,519	$49,277
2020	$106,651	$111,790	$2,878,168	$-5,139
2019	$83,881	$138,801	$2,800,297	$-54,920
2018	$115,812	$130,680	$2,670,275	$-14,868

SWEDISH HISTORICAL SOCIETY OF ROCKFORD